You have not yet defined a task for the Confirm Receipts activity.
As with the other interactive activities, Confirm Receipts will use a
screenflow. As before, you must first define the presentation this screenflow
will use.
The Confirm Receipts presentation is similar to the Review Report
presentation, except that it also allows the treasurer to check off each
confirmed receipt.
To create the Confirm Receipts presentation:
- In the Project Navigator, right-click on the ExpenseReport BPM
Object (
), and click
(
).
The
Presentation Wizard appears.
- Enter
ConfirmReceipts in the
Presentation field.
- Check the
From Template checkbox. Do not check the
BPM Preferences checkbox.
- Click
Next.
The
Presentation Referenced Attributes page of the
Presentation Wizard appears.
- In this dialog box you select the attributes which will be
shown as fields in the presentation. Select the attributes shown in the table
below, in the order shown.
| submittedBy
|
| submitDate
|
| description
|
| costCenter
|
| items[].description
|
| items[].date
|
| items[].amount
|
| items[].receiptChecked
|
| total
|
| comments
|
| reviewedBy
|
| isApproved
|
Note that these are the same attributes as you specified in the
Submit Report presentation, plus the
items[].receiptChecked attribute.
- Click
Finish.
The
ConfirmReceipts presentation is created, and a
presentation editor is opened with it.
- Using the
Properties window, set the
Editable property in the fields for the
submittedBy,
submitDate,
items[].description,
items[].amount, and
total attributes to
No.
- Save your changes.
- To verify, click on the HTML Preview (
) icon in the presentation editor.
The Confirm Receipts presentation should look like this:
Figure 1. Confirm Receipts presentation
- Close the presentation editor.